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Mergers and Acquisitions

Financing Accounting Firm Acquisitions: A Strategic Guide to Capital Structures, SBA Loans, and Client Book Purchases

Firm Management June 4, 2026 

Financing Accounting Firm Acquisitions: A Strategic Guide to Capital Structures, SBA Loans, and Client Book Purchases

To participate in this new paradigm, it has become essential to know how to finance the accounting firm and acquire other firms' client base.

Christopher Cornella

Featured Articles

June 4, 2026  

Aprio Acquires Waldron H. Rand & Co. in Massachusetts

June 3, 2026  

Ascend Adds William Vaughan Co. in Ohio

June 3, 2026  

Accuity Adds Carbonaro CPAs & Management Group in Hawaii

June 2, 2026  

Aprio Acquires Isdaner & Co. in Pennsylvania

June 1, 2026  

Cherry Bekaert Acquires Calvetti Ferguson, Expanding Texas and Nashville Presence
SingerLewak Merges In Puget Sound Area CPA Firm

Firm Management August 11, 2023 

SingerLewak Merges In Puget Sound Area CPA Firm

Bremerton, WA-based Hearthstone CPA Group will keep its name but operate as Hearthstone CPA Group, a division of SingerLewak.

Jason Bramwell

Cherry Bekaert Acquires MCM CPAs & Advisors

Firm Management August 10, 2023 

Cherry Bekaert Acquires MCM CPAs & Advisors

The deal involves two of the top 75 largest accounting firms in the U.S. by revenue.

Jason Bramwell

Withum Expands in the Baltimore Area

Firm Management August 4, 2023 

Withum Expands in the Baltimore Area

The top 25 firm acquired the specialized health care assurance and risk consulting practice of TMDG, and the tax and audit practice of PBMares.

Jason Bramwell

CLA Picks Up Washington CPA Firm Frost & Company

Firm Management August 4, 2023 

CLA Picks Up Washington CPA Firm Frost & Company

As a result of the acquisition, CLA now has over 30 professionals who worked for Frost & Company in Tacoma and Lacey, WA.

Jason Bramwell

Accounting Firm UHY LLP Expands into New Hampshire Market

Firm Management August 1, 2023 

Accounting Firm UHY LLP Expands into New Hampshire Market

The combination of firms was effective July 31, 2023, and brings Bigelow’s deep history in New Hampshire to UHY’s existing Northeast presence spanning nine locations in New York and Connecticut.

Isaac M. O'Bannon

FORVIS Acquires Thales Consulting

Firm Management July 25, 2023 

FORVIS Acquires Thales Consulting

Thales Consulting is based in Marquette, Michigan. A total of eight team members will transition to FORVIS, including Thales President Joe Stimac, who will be joining the firm as a director.

Isaac M. O'Bannon

Apex Group Expands Financial Services Presence in Japanese Market

Accounting July 24, 2023 

Apex Group Expands Financial Services Presence in Japanese Market

The acquisition follows Apex Group’s longstanding partnership with AXESS to service real estate and private equity clients in Japan.

Isaac M. O'Bannon

Wipfli Merges In Michigan CPA Firm Clayton & McKervey

Firm Management July 19, 2023 

Wipfli Merges In Michigan CPA Firm Clayton & McKervey

Effective Sept. 1, more than 90 shareholders and associates from Clayton & McKervey will join Milwaukee-based Wipfli.

Jason Bramwell

Eide Bailly Adds Seattle CPA Firm King & Oliason

Firm Management July 13, 2023 

Eide Bailly Adds Seattle CPA Firm King & Oliason

As part of the acquisition, Eide Bailly picks up its first office in Seattle and adds six partners and 33 staff from King & Oliason.

Jason Bramwell

BPM Expands in Las Vegas Via Merger with Fair, Anderson & Langerman

Firm Management July 7, 2023 

BPM Expands in Las Vegas Via Merger with Fair, Anderson & Langerman

FAL provides tax, accounting, and consulting services to clients in such sectors as manufacturing and food and beverage.

Jason Bramwell

 Top West Virginia CPA Firm Announces Merger

Accounting June 29, 2023 

Top West Virginia CPA Firm Announces Merger

Suttle & Stalnaker, West Virginia’s largest locally owned CPA firm, has merged with Huntington-based Somerville & Company, PLLC, effective August 1, 2023.

Isaac M. O'Bannon

UHY Branches Out in Michigan Via Merger

Firm Management June 13, 2023 

UHY Branches Out in Michigan Via Merger

The deal, which went into effect June 12, gives UHY 40 additional team members and two Michigan offices from Baird, Cotter & Bishop.

Jason Bramwell

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